System Overview

Client Setup
To start, let's log in! As a new user, you will be supplied with admin login credentials which consist of a link to the login page, a username, and a p...
Thu, 10 Sep, 2020 at 6:06 PM
Survey Setup
In Part 1, we added a client. So here we are still on the client settings page which is where we left off. If you have already logged out of the system beca...
Tue, 14 Jul, 2020 at 5:47 PM
Adding locations/ Approving Forms
Now that we have created a form, we need to add at least one location to schedule a shop.  We can add a location from the main admin page! If you are contin...
Tue, 14 Jul, 2020 at 5:48 PM
Scheduling and Reviewing a Shop
Now that we have added our client, created a survey for that client, added locations, and approved the survey, we are now ready to assign shops for our clie...
Tue, 14 Jul, 2020 at 5:49 PM
Setting up Client Reporting
Now that we have shops that have been reviewed and finalized in the system, we will need to configure client reporting. The first steps are configuring Cham...
Fri, 18 Sep, 2020 at 5:32 PM